E&G Advisors’s Shimmick SHIM Stock Holding History

E&G Advisors’s Portfolio SHIM Stock Details SHIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,600	Closed	-$27.5K	–	216
2024 Q4	$27.5K	Sell	10,600 -1,750	-14%	-$4.2K	0.01%	215
2024 Q3	$30.5K	Buy	+12,350	New	+$35.7K	0.01%	217

Other funds holding SHIM

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1CM

1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

E&G Advisors's SHIM Position: Q1 2025 in Review

E&G Advisors sold out of Shimmick (SHIM) in Q1 2025, closing a stake of 10,600 shares — an estimated $27.5K sold.

E&G Advisors first reported a position in SHIM in Q3 2024 and held it in 2 quarters. The position peaked at $30.5K in Q3 2024. 17 funds tracked by Wall St. Rank hold SHIM as of Q1 2025.

E&G Advisors reported no remaining Shimmick position as of Q1 2025 after selling out during the quarter.
E&G Advisors sold 10,600 Shimmick shares in Q1 2025, an estimated $27.5K.
E&G Advisors first reported a position in Shimmick in Q3 2024 and held it in 2 quarters.
E&G Advisors's Shimmick position peaked at $30.5K in Q3 2024.
17 funds tracked by Wall St. Rank held Shimmick as of Q1 2025.

Based on E&G Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.